Job Description
Grove Securities part of the Fortuna Advisory Group:
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Grove Securities is part of the Fortuna Advisory Group and specialises in Self-Managed Superannuation services, Financial Planning and Tailored Investment Advice. The team at Grove Securities are always striving to deliver the highest standard of advice and ongoing support to Clients.
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Fortuna Advisory Group multi-disciplinary advisory firm offering end-to-end professional services including Financial Planning and Wealth Management, Business Advisory, Tax and Accounting, Mortgage Broking and Business Loans, Legal and Succession/Estate Planning, Insurance Broking, Managed IT and Cyber Security, and HR, Recruitment and Investigation solutions. Since launching in Perth in ****, Fortuna has grown to support over 15,000 clients nationally and is recognised as one of Australia's fastest-growing professional services groups.
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The Prospect:
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We're looking for an
experiencedFinancial
Adviserto step into a high-impact role within our team at our West Perth Office.
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This is more than a role, it's a career-defining opportunity. As our successful candidate, you'll deliver exceptional financial advice that empowers clients to achieve their goals through smart strategic planning and tailored investment solutions.
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You'll build genuine, lasting client relationships driving a culture of service excellence within the business.
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Best of all? This position has been earmarked as a succession plan offering a clear runway for the right person to step into a senior position and shape the future direction of the firm.
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Key Responsibilities:
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Client Advisory & Relationship Management:
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Provide tailored financial advice to a diverse range of clients including individuals, families, and business owners and entities like Trusts, SMSF's.
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Conduct in-depth client reviews, identifying financial goals, risk tolerance, and investment needs.
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Develop and implement comprehensive financial strategies including retirement planning, wealth management, tax planning, and estate planning.
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Manage and nurture long-term client relationships, ensuring consistent communication and service excellence.
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Compliance & Regulatory Adherence:
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Ensure all financial advice and practices comply with relevant industry regulations and company policies.
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Maintain accurate records of client interactions and financial transactions in line with compliance requirements.
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Participate in regular training and professional development to stay compliant with regulatory changes.
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Team Leadership & Mentoring:
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Provide guidance and mentorship to junior advisers and support staff.
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Lead by example in client servicing, strategic thinking, and ethical practice.
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Foster a collaborative team environment that promotes growth and development.
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Key Qualifications:
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Experience in financial planning or advisory roles.
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Bachelor's degree in Finance, Business, Economics, or related field. Experience in advising in Self Managed Super funds will be highly regarded
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SMSF Association membership and SMSF Specialist Adviser designation will be highly regarded
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Deep understanding of Self Managed Super Fund structures, financial products, investment strategies, tax laws, and retirement planning.
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Excellent communication, interpersonal, and negotiation skills.
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Proven ability to build lasting client relationships
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Strong analytical skills with attention to detail and accuracy.
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High ethical standards and commitment to professional integrity.
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Skills and Attributes:
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Strategic thinker with a proactive approach to financial advising.
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Strong leadership capabilities with experience in team mentorship.
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Exceptional problem-solving skills and decision-making abilities.
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Ability to work independently as well as part of a team.
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High proficiency in financial planning software and Microsoft Office Suite.
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Why Join Us?
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Competitive remuneration package
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Established client base and referral network
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Opportunity for career growth and professional development.
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Collaborative & supportive team environment with a focus on client success.
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Access to continuous learning and industry certifications.
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If you're ready to make an impact and drive financial success for individuals, families, business owners and entities like Trusts and SMSF's, we'd love to hear from you! Grove Securities
#J-*****-Ljbffr

📌 Senior Financial Advisor (Perth)
🏢 Fortuna Advisory Group
📍 Perth